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Definitions of Comp in Post-PPA DC Plans


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Have you tried asking your document provider? If you are using a checkbox-style adoption agreement, I would expect each of those to be options.

Free advice is worth what you paid for it. Do not rely on the information provided in this post for any purpose, including (but not limited to): tax planning, compliance with ERISA or the IRC, investing or other forms of fortune-telling, bird identification, relationship advice, or spiritual guidance.

Corey B. Zeller, MSEA, CPC, QPA, QKA
Preferred Pension Planning Corp.
corey@pppc.co

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On 2/11/2021 at 8:31 AM, C. B. Zeller said:

Have you tried asking your document provider? If you are using a checkbox-style adoption agreement, I would expect each of those to be options.

Yes but they were not very helpful. You would be surprised about how it is formatted. The options just do not match up the way you would expect. 

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